Risk Parity Radio is a podcast that explores alternatives and asset allocations for the do-it-yourself investor. Frank Vasquez: Today we are going to look at an email from Jason P. with some questions in it. And then we have a follow-up to our episode 53, where we were talking about the Dragon Portfolio. We'll begin by using our 10 questions from Jay David Stein for analyzing any investment.
In today's episode we answer some questions from Jason P. about setting up a risk-parity style portfolio at M1 and then follow up on our discussion of the Dragon Portfolio (Episode 53) with part one of an analysis of Managed Futures Fund DBMF.
Modified Golden Ratio Portfolio With SHY: Portfolio Visualizer Analysis (portfoliovisualizer.com)
David Stein's Ten Questions to Master Investing:
1. What is it?
2. Is it an investment, a speculation, or a gamble?
3. What is the upside?
4. What is the downside?
5. Who is on the other side of the trade?
6. What is the investment vehicle?
7. What does it take to be successful?
8. Who is getting a cut?
9. How does it impact your portfolio?
10. Should you invest?
DBMF Summary Fact Sheet: https://www.imgp.com/us/wp-content/uploads/2021/01/iM-DBi-Managed-Futures-Strategy-ETF-4Q20.pdf
DBMF Semi-Annual Report: https://www.imgp.com/us/wp-content/uploads/2020/09/IMDBIETF-Semiannual-f.pdf
DBMF Prospectus: https://www.imgp.com/us/wp-content/uploads/2021/02/im_dbi_etfs_prospectus.pdf
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